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Advanced Drainage Systems

463 hedge funds and large institutions have $7.79B invested in Advanced Drainage Systems in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 186 increasing their positions, 154 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

23% more call options, than puts

Call options by funds: $6.92M | Put options by funds: $5.64M

21% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 154

1.89% more ownership

Funds ownership: 84.98%86.87% (+1.9%)

5% less funds holding

Funds holding: 487463 (-24)

23% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 80

25% less capital invested

Capital invested by funds: $10.4B → $7.79B (-$2.56B)

Holders
463
Holders Change
-24
Holders Change %
-4.93%
% of All Funds
6.1%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
62
Increased
186
Reduced
154
Closed
80
Calls
$6.92M
Puts
$5.64M
Net Calls
+$1.28M
Net Calls Change
-$27M
Name Holding Trade Value Shares
Change
Change in
Stake
CYG
451
Clean Yield Group
Vermont
$694
CSWM
452
Cassady Schiller Wealth Management
Ohio
$462 +$555 +4 New
AssetMark Inc
453
AssetMark Inc
California
$347
CIAM
454
Caitong International Asset Management
Hong Kong
$347 +$416 +3 New
NMG
455
New Millennium Group
Utah
$240
TWD
456
True Wealth Design
Ohio
$232 -$278 -2 -50%
VWA
457
Valued Wealth Advisors
Utah
$232 -$139 -1 -33%
TIM
458
Tortoise Investment Management
New York
$231
GFPC
459
Global Financial Private Client
Florida
$231 +$278 +2 New
PWM
460
Parkworth Wealth Management
California
$231 +$278 +2 New
SC
461
Stance Capital
Massachusetts
$116 +$139 +1 New
WCM
462
WealthTrak Capital Management
Virginia
$116 +$139 +1 New
AWM
463
Avior Wealth Management
Nebraska
$115 -$3.33K -24 -96%
KA
464
Kozak & Associates
Colorado
$18
BGIM
465
Brandywine Global Investment Management
Pennsylvania
-$13.3M -85,806 Closed
DCM
466
Driehaus Capital Management
Illinois
-$10.9M -69,454 Closed
Balyasny Asset Management
467
Balyasny Asset Management
Illinois
-$7.74M -49,265 Closed
SAM
468
Scopus Asset Management
New York
-$6.86M -43,662 Closed
IAIM
469
International Assets Investment Management
Florida
-$256 -40,156 Closed
MPM
470
MBB Public Markets
Illinois
-$4.35M -27,651 Closed
DILIC
471
Dai-ichi Life Insurance Company
Japan
-$3.22M -20,465 Closed
UCFA
472
United Capital Financial Advisors
Texas
-$3.21M -20,433 Closed
ZIM
473
Zacks Investment Management
Illinois
-$2.69M -17,140 Closed
LSA
474
L & S Advisors
California
-$2.18M -13,849 Closed
AIMCA
475
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$1.46M -9,300 Closed

WMS Hedge Fund Activity: Q4 2024 in Review

463 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Advanced Drainage Systems (WMS) for Q4 2024, worth a combined $7.79B — down 25% from $10.4B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of WMS and 62 opened new positions — a net loss of 18 holders — while 154 trimmed existing stakes and 186 added.

The largest buyer was UBS AM, adding an estimated $111M. The largest seller was Boston Partners, cutting an estimated $195M.

  • 463 institutional investors held Advanced Drainage Systems (WMS) as of Q4 2024, down from 487 in Q3 2024.
  • Funds reported $7.79B of Advanced Drainage Systems stock for Q4 2024, down 25% quarter-over-quarter.
  • 62 funds opened new Advanced Drainage Systems positions in Q4 2024 and 80 closed out, a net change of -18 holders.
  • The largest Advanced Drainage Systems buyer in Q4 2024 was UBS AM, an estimated $111M added.
  • The largest Advanced Drainage Systems seller in Q4 2024 was Boston Partners, an estimated $195M sold.

Based on aggregated 13F filings for Q4 2024.